Administrators of the Tulane Educational Fund pension plans

The Administrators of the Tulane Educational Fund, New Orleans, LA. EIN 72-0423889. Annual reports 2009–2024. Also filed as Administrators of the Tulane University Educational Fund; Administrators of the Tulane Educational Fund.

The Administrators of the Tulane Educational Fund has 3 active retirement plans on file. The largest is the Tulane University Tax Deferral 403(b) Retirement Plan, with 9,409 participants and $607 million in assets in 2024. TIAA has been its recordkeeper since 2021.

Active plans
3
Participants
20,190
Plan assets
$1.7 billion
401(k) recordkeeper
TIAA
Plans on file
5
Industry
Education

All 5 plans

Active plans first

Tulane University Tax Deferral 403(b) Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
008Employer EIN 72-0423889
Participants (2024)
9,409
Net assets (2024)
$607 million
Recordkeeper
TIAAEarlier: Fidelity (2009–2020)
Plan administrator
Vice President of Human Resources
1555 Poydras ST., Suite 964
New Orleans, LA 70112
(504) 247-1758As filed for 2024
In effect since
January 5, 1959

Earlier sponsor: Administrators of the Tulane University Educational Fund (2009–2021).

Earlier plan names: Tulane University Tax- Deferral Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20249,409$607 millionTIAA
20239,301$542 millionTIAA
20224,967$467 millionTIAA
20214,749$406 millionTIAA
20205,783$479 millionFidelity
20195,602$371 millionFidelity
20185,416$348 millionFidelity
20174,501$327 millionFidelity
20167,450$292 millionnot listed
20154,511$252 millionFidelity
20144,270$253 millionnot listed
20134,251$234 millionnot listed
20124,833$202 millionnot listed
20114,542$164 millionnot listed
20104,477$162 millionFidelity
20092,499$83.2 millionFidelity

Tulane University Staff 403(b) Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 72-0423889
Participants (2024)
6,044
Net assets (2024)
$313 million
Recordkeeper
TIAAEarlier: Fidelity (2009)
Plan administrator
Vice President of Human Resources
1555 Poydras ST., Suite 964
New Orleans, LA 70112
(504) 247-1758As filed for 2024
In effect since
May 10, 1920

Earlier sponsor: Administrators of the Tulane University Educational Fund (2009–2021).

Earlier plan names: Tulane University Staff Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20246,044$313 millionTIAA
20235,829$291 millionTIAA
20225,693$261 millionTIAA
20215,675$238 millionTIAA
20206,552$281 millionnot listed
20196,353$222 millionnot listed
20186,170$214 millionnot listed
20175,045$205 millionnot listed
20164,936$189 millionnot listed
20155,081$175 millionnot listed
20144,832$182 millionnot listed
20134,864$178 millionnot listed
20124,762$157 millionnot listed
20114,596$148 millionnot listed
20104,518$144 millionTIAA
20093,688$119 millionFidelity

Tulane University Faculty and Administrative 403(b) Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 72-0423889
Participants (2024)
4,737
Net assets (2024)
$794 million
Recordkeeper
TIAAEarlier: Fidelity (2015–2018), TIAA (2010–2014), Fidelity (2009)
Plan administrator
Vice President of Human Resources
1555 Poydras ST., Suite 964
New Orleans, LA 70112
(504) 247-1758As filed for 2024
In effect since
May 10, 1920

Earlier sponsor: Administrators of the Tulane University Educational Fund (2009–2021).

Earlier plan names: Tulane University Faculty and Administrative Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20244,737$794 millionTIAA
20234,722$744 millionTIAA
20224,530$673 millionTIAA
20214,490$623 millionTIAA
20204,931$742 millionnot listed
20194,931$600 millionnot listed
20184,936$587 millionFidelity
20174,501$576 millionFidelity
20164,539$552 millionFidelity
20154,734$503 millionFidelity
20144,803$528 millionTIAA
20134,832$521 millionnot listed
20125,725$471 millionnot listed
20115,767$462 millionnot listed
20105,774$467 millionTIAA
20095,230$469 millionFidelity

Tulane University Staff Interim Retirement Plan(prior Service)

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2014, which means its assets were paid out or moved and it no longer exists.

Plan number
002Employer EIN 72-0423889
Participants (2013)
62
Net assets (2013)
$131,668
Plan administrator
Associate Vice President of Workforce Management Organization
200 Broadway ST, Suite 120
New Orleans, LA 70118
(504) 247-1758As filed for 2014
In effect since
July 1, 1969

Earlier plan names: Tulane University Staff Interim Retirement Planprior Service.

Year by year, 2009 to 2014
Plan yearParticipantsNet assetsRecordkeeper
20140n/anot listed
201362$131,668not listed
201267$136,846not listed
201169$143,093not listed
201069$149,682not listed
200976$159,454not listed

Tulane University Hourly Staff Prior Service Retirement Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2014, which means its assets were paid out or moved and it no longer exists.

Plan number
004Employer EIN 72-0423889
Participants (2013)
302
Net assets (2013)
$608,872
Plan administrator
Associate Vice President of Workforce Management Organization
200 Broadway ST, Suite 120
New Orleans, LA 70118
(504) 247-1758As filed for 2014
In effect since
January 10, 1970

Earlier plan names: Tulane University Hourly Staff Retirement Plan Prior Service.

Year by year, 2009 to 2014
Plan yearParticipantsNet assetsRecordkeeper
20140n/anot listed
2013302$608,872not listed
2012379$618,876not listed
2011384$613,238not listed
2010426$605,666not listed
2009429$596,435not listed

If you had money in one of these plans

  1. Call TIAA (tiaa.org), which runs the Tulane University Tax Deferral 403(b) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((504) 247-1758). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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